Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,515 | $84,236+51.4% | $170,435-25.2% | $70,126+81.8% |
| Participation rate | 82.9% | 70.8%+12.1pp | 83.6%-0.7pp | 69.5%+13.4pp |
| Annual return | 17.48% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,051 | $3,387-39.5% | $5,432-62.2% | $2,343-12.5% |
| Participant deferral / active EE | $3,930 | $3,086+27.4% | $4,939-20.4% | $3,332+18.0% |
| Admin fee / account holder | $209 | $5,698-96.3% | $13,881-98.5% | $4,645-95.5% |